Claro Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Claro Advisors LLC

$667 Million
Q1 2025

A detailed history of Claro Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Claro Advisors LLC holds 11,404 shares of SCHZ stock, worth $258,642. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,404

Holding current value

$258,642

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$22.46 - $23.26 $256,133 - $265,257	11,404 New	11,404 $264,000

Others Institutions Holding SCHZ

# of Institutions

702

Shares Held

173M

Call Options Held

1.7K

Put Options Held

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$278 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.35M
Shares

$167 Million
0.05% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.91M
Shares

$157 Million
18.93% of portfolio
Avantax Planning Partners, Inc.

6.79M
Shares

$154 Million
5.6% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$123 Million
10.66% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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